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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,844 | $84,953-86.1% | $163,379-92.8% | $82,637-85.7% |
| Participation rate | 69.6% | 65.9%+3.6pp | 76.8%-7.3pp | 68.1%+1.5pp |
| Annual return | 23.22% | 23.07%+0.1pp | 63.41%-40.2pp | 53.51%-30.3pp |
| Employer contribution / active EE | $1,157 | $2,183-47.0% | $3,752-69.2% | $2,552-54.7% |
| Participant deferral / active EE | $1,529 | $4,326-64.6% | $6,282-75.7% | $4,126-62.9% |
| Admin fee / account holder | $8,194 | $7,921+3.4% | $9,818-16.5% | $7,339+11.6% |